Baron Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
2,175
+44
| +2% | +$23.2K | 0.41% | 28 |
|
|
2025
Q1 | $1.08M | Buy |
2,131
+88
| +4% | +$44.7K | 0.48% | 23 |
|
|
2024
Q4 | $1.02M | Buy |
2,043
+55
| +3% | +$27.4K | 0.48% | 27 |
|
|
2024
Q3 | $1.03M | Buy |
1,988
+117
| +6% | +$60.4K | 0.49% | 25 |
|
|
2024
Q2 | $834K | Buy |
1,871
+242
| +15% | +$108K | 0.43% | 29 |
|
|
2024
Q1 | $693K | Buy |
1,629
+3
| +0.2% | +$1.28K | 0.37% | 39 |
|
|
2023
Q4 | $716K | Buy |
1,626
+7
| +0.4% | +$3.08K | 0.39% | 32 |
|
|
2023
Q3 | $592K | Sell |
1,619
-37
| -2% | -$13.5K | 0.38% | 39 |
|
|
2023
Q2 | $664K | Buy |
1,656
+23
| +1% | +$9.22K | 0.42% | 33 |
|
|
2023
Q1 | $563K | Buy |
1,633
+16
| +1% | +$5.52K | 0.4% | 39 |
|
|
2022
Q4 | $542K | Buy |
+1,617
| New | +$542K | 0.42% | 35 |
|